On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey interview Ara Ohanian, CEO of Netstock, a company that produces supply and demand planning software for small and mid-sized businesses. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey interview Alex Berry, Flexport’s VP of Omnichannel Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey interview Frank Hurst, EVP of LTL at Roadtex on shipper strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Baudendistel, FreightWaves Head of Intermodal Solutions walks us through the takeaways from the CPG companies that spoke at last week’s big Future of Supply Chain conference, including Nestle, Tyson and Unilever. Mike also provides an update on the baby formula shortage, talks about the latest freight trends and highlights the new truckload and ocean data sets in SONAR. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Baudendistel gives some highlights from CPG earnings and provides thoughts on why both CPG and freight carriers have reported solid first quarter earnings. Mike runs through some SONAR highlights.    Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Baudendistel runs through the CPG news including the latest pressure on vegetable oil trade before discussing the recently-updated Pricing Power Index with FreightWaves’ Tony Mulvey, which shows shippers gaining negotiating leverage. Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves’ Mike Baudendistel discusses what he expects to hear from CPG and freight transportation companies as they begin to report their first quarter earnings. Mike also discusses other CPG-related topics, including the baby formula shortage and convenience stores returning to pre-pandemic levels.  Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves’ Mike Baudendistel discusses the outlook for the CPG industry with Dr. Krishnakumar (KK) Davey, President of Client Engagement at IRI, a data and analytics company with a specialty in CPG.   Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, FreightWaves’ Mike Baudendistel discusses CPG branding and packaging with Fred Hart, Partner and Creative Director of Interact, a branding agency based in Boulder, Colorado. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mike Baudendistel discusses the freight topics of the hour, including shutdowns in Shanghai and the emerging FreightWaves thesis of a coming correction in the trucking industry. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mike Baudendistel discusses CPG supply chains with Raj Patel, VP, Industry Strategy, 3PLs, at FourKites, a company that provides end-to-end supply chain visibility for shippers.  Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mike Baudendistel discusses how the war in Ukraine changes the outlook for the CPG industry as commodity prices surge. Plus, Mike goes through a SONAR highlight reel. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mike Baudendistel discusses factors that are pressuring CPG companies’ cost structure driving food prices to an 11-year high. Mike also discusses recent CPG companies’ financial results and newly-released SONAR data which highlights the severity of the current ocean shipment delays.     Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss e-commerce and the de minimis exemption, growth in snacking, the freight market and Starbucks. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mike Baudendistel discusses recent volatility in the CPG companies share prices and why Tyson and Clorox hit their recent high and low, respectively.    Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mike Baudendistel discusses the latest CPG headlines, recent earnings reports and the freight markets, including falling freight rates on the west coast.    Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mike Baudendistel goes through the latest CPG news before discussing the major trends that he expects to impact the CPG industry in 2022.  Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Stockout focuses on the rail industry. Mike Baudendistel interviews Tony Hatch, an independent railroad analyst and host of RailTrends, the premier rail industry conference. Tony shares his thoughts following his discussions with rail industry C-level executives, shippers, regulators and consultants. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel gives a rundown of the latest news in the CPG industry including Beyond Meat’s disappointing 4Q outlook and TreeHouse Foods exploring strategic alternatives and the latest inflation data. Plus, Mike explains why CPG companies are ideal candidates for using FreightWaves TRAC. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses vertical farming with Ryan Anderson, senior director, supply chain & logistics at Plenty, an indoor vertical farming company. In addition, Mike gives a rundown of the news which largely involves news related to addressing the congestion issues at the west coast. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses a vertical farming solution with James Woolard, chief marketing officers of Freight Farms, a company that produces and sells shipping containers outfitted to be used as hydroponic farms. Mike and James discuss where container farms are likely to have the biggest impact. In addition, Mike gives a rundown of the news amid a busy week of companies reporting earnings. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses two data sets that stood out this week and their associated implications for the CPG industry: China ocean bookings and domestic rail intermodal volume. He also discusses the latest news in the CPG industry including recent earnings. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Tom Madrecki VP of Supply Chain at the Consumer Brands Association joins host Mike Baudendistel to discuss how CPG companies are using technology to improve their supply chain efficiency. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, host Mike Baudendistel and Don Davis of NYSHEX discuss strategies that ocean shippers can use to deal with one of the biggest logistical issues of 2021 — finding space on ocean vessels. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Baudendistel and Grace Sharkey discuss the Nestlé CEO change, the Canadian Rail strike and the U.S. freight market.  Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, host Mike Baudendistel discusses the extraordinary ocean shipping market and the outlook with John D. McCown, founder of Blue Alpha Capital and expert in the maritime industry.  Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses the biggest developments in the food industry this week, including the Biden Administration announcing that it will crack down on what it sees as profiteering in a concentrated meat processing industry. In addition, Mike discusses what the Administration’s mandate that companies with over 100 employees need to be vaccinated means for the CPG industry which is already struggling mightily to find workers.  Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, following a brief rundown of the news, Mike Baudendistel talks about the highlights and his takeaways from this week’s FreightWaves Intermodal Summit. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel gives a brief overview of the J.M. Smucker Company’s results and then dives into the topic of the week - ocean capacity tightness. On the topic of ocean capacity, Mike walks us through the latest Passport report, “Ocean shippers trapped in house of pain” which is available for download on the FreightWaves SONAR blog.       Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel interviews Ryan Nelson and Kristyn Tarpey of The Food Biz podcast. The group discusses the topics of the hour in food, including inflation, droughts, global supply chains, and many other issues. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses a number of freight-related data points that highlight the challenging market conditions that CPG companies face as they work to preserve their margins in this highly inflationary environment. Mike breaks down the rising costs that shippers are facing on the highway, on the rails and in the ocean and discusses thoughts on the market for the remainder of the year.  Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses the second quarter earnings reports posted by some of the largest CPG companies. Plus, Mike talks about freight transportation trends as we hit the dog days of summer.    Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including recent results by CPG giants Unilever, Coca-Cola, and Kimberly Clark. Mike also tackles the CPG controversy of the hour, Ben & Jerry’s removing ice cream from shelves in territories it doesn’t believe should be controlled by Israel.   Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the short seller’s report that is pressuring the shares of Oatly. Mike also discusses Pepsi’s results and the congestion issues that are impacting CPG companies that utilize rail intermodal.  Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the Tyson frozen chicken recall, grocery stockpiling items, the impact of the drought, Molson Coors changing its portfolio and Dole and Chobani which have both filed to go public. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves’ Mike Baudendistel interviews Thomas Wasson, showrunner for Loaded and Rolling. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses what recent results from major grocery chains say about demand for CPG. Then, Mike takes us through the most dramatic changes he is seeing in freight data and what that means for supply chains. Follow The Stockout on Apple Podcasts Follow The Stockout on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses what recent results from major grocery chains say about demand for CPG. Then, Mike takes us through the most dramatic changes he is seeing in freight data and what that means for supply chains.    Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel will discuss the recovery from the JBS cyberattack which shut down much of the country’s meat processing. Plus, Mike breaks down Thursday’s results from the J.M. Smucker Company which is performing well in the face of rapidly rising input costs.   Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, Mike Baudendistel discusses the many ways that consumer behavior now resembles pre-pandemic. Plus, Mike discusses the latest transportation rate increases including parcel surcharges for retail deliveries and other trends in e-commerce.    Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest event in the CPG industry this week was Oatly’s IPO and the warm response so far from investors. In this episode of The Stockout, Mike Baudendistel discusses the impact plant-based dairy alternatives may have on CPG supply chains. Plus, Mike discusses the just-published FreightWaves report on refrigerated trucking for food products. Finally, Mike takes a look at how some CPG companies are looking to reduce their carbon footprint through more environmentally-friendly packaging.  Visit our sponsor, Echo Global Logistics https://www.echo.com/cpg Sign up for The Stockout Newsletter https://www.freightwaves.com/thestockout Apple Podcast Spotify More FreightWaves Podcasts   Learn more about your ad choices. Visit megaphone.fm/adchoices

This week was defined by inflation data and the corresponding sell-off in the stock market. In this episode of The Stockout, Mike Baudendistel discusses the impact that inflation will have on freight markets and CPG companies. Plus, Mike discusses the latest spikes in freight rates and discusses recent CPG company news.  Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of Mother’s Day, Mike Baudendistel discusses the rapidly declining birth rate in the U.S. and why that is a big deal for CPG companies and freight transportation. Mike then discusses recent thoughts on inflation trends impacting CPG supply chains including soaring chicken prices. In addition, Mike goes through some of the highlights from the many CPG and freight companies that reported earnings this week.    Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of earth day, Mike Baudendistel discusses the challenges and opportunities that CPG companies face when looking to reduce their carbon footprint by converting rail intermodal to truckload. Mike also discusses the biggest transportation news this week, Canadian National’s bid to acquire Kansas City Southern, and the impact that it may have on CPG companies, Plus, Mike gives a rundown of some of the key takeaways from companies that reported earnings this week.   Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Stockout, a show about CPG companies and their supply chains, Mike Baudendistel discusses potential upcoming IPOs in the CPG industry including The Honest Company, which was founded by actress Jessica Alba. On the topic of IPOs, Mike also discusses why we might see Impossible Foods go public later this year. He also provides an update on Pepsi and L’Oreal’s, two large cap CPG companies that reported earnings this week.  Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this inaugural episode of The Stockout, Mike Baudendistel explains why FreightWaves is launching yet another show, this one focused on consumer packaged goods, or CPG.  Mike then discusses recent articles written for The Stockout newsletter which touch on major CPG industry themes including: adapting to post-covid lifestyles, substitution of animal-based products for plant-based ones, inflation in ingredients and packaging, rising freight costs, and yes stockouts.  In addition, Mike gives a run-down of the news which this week includes shortages of single-serving ketchup packets, the continued absence of certain McCormick spices from shelves, and a reefer market so tight that carriers are rejecting nearly half of all tenders.  Visit our sponsor, Echo Global Logistics Sign up for The Stockout newsletter Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves’ Mike Baudendistel interviews ocean industry expert John D. McCown. Follow the Running on Ice Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

This is Mike Baudendistel. I’m an analyst and Market Expert at FreightWaves, the leading media and data company focused on freight transportation. I’m also the author of a bi-weekly newsletter called The Stockout that focuses on CPG companies and their supply chains. Consumer packaged goods, or CPG, are the products we buy over and over again like food, beverages, cosmetics, cleaning supplies and other household products. In addition to being consumable, those products are often manufactured domestically, are heavy and cannot be miniaturized which makes freight and logistics costs especially critical. I’m launching a weekly The Stockout podcast to expand upon the CPG supply chain issues discussed in the newsletter. The podcast will cover the major issues in the industry, such as mergers and new product introductions, but what will set it apart will come from leveraging the logistics data from the FreightWaves SONAR platform and the expertise of the FreightWaves community.    More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves’ Mike Baudendistel interviews John Schmitter, Co-founder and COO of Rail State. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves’ Mike Baudendistel and Grace Sharkey discuss UPS, PACCAR, rail intermodal and the new SONAR capabilities.  Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices